634 hedge funds and large institutions have $15.7B invested in IDEX in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 237 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
80
Increased
212
Reduced
237
Closed
52
Calls
$474K
Puts
$2.91M
Net Calls
-$2.43M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CHC
576
City Holding Co
West Virginia
$15.1K
EIM
577
Essex Investment Management
Massachusetts
$13.3K
AAP
578
Arax Advisory Partners
Colorado
$13.3K -$1.72K -8 -11%
VCM
579
Vigilant Capital Management
Maine
$13K
LF
580
Lee Financial
Texas
$12.5K +$12.5K +58 New
SWA
581
Sutton Wealth Advisors
Florida
$12.1K +$431 +2 +4%
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$11.6K
WB
583
Webster Bank
Connecticut
$11.6K
NA
584
NewEdge Advisors
Louisiana
$11.2K +$7.54K +35 +206%
SWA
585
SOA Wealth Advisors
New York
$11K
AWM
586
Abound Wealth Management
Tennessee
$9.26K
GWS
587
Glassman Wealth Services
Virginia
$9.26K -$431 -2 -4%
VNA
588
Valley National Advisers
Pennsylvania
$9K
FFA
589
Farther Finance Advisors
California
$8.83K
VCM
590
Versant Capital Management
Arizona
$8.83K
CQS
591
Credential Qtrade Securities
$8.61K -$3.44K -16 -29%
CFD
592
Creative Financial Designs
Indiana
$8.61K
IRC
593
Investors Research Corp
Georgia
$8.4K
EARNEST Partners
594
EARNEST Partners
Georgia
$8.4K
JWM
595
Janiczek Wealth Management
Colorado
$8.18K
CTWM
596
Cherry Tree Wealth Management
Minnesota
$7.86K +$7.86K +37 New
CTA
597
Colonial Trust Advisors
South Carolina
$7.53K
JWA
598
JFS Wealth Advisors
Pennsylvania
$6.67K -$861 -4 -11%
PWMG
599
Prestige Wealth Management Group
New Jersey
$6.46K +$1.29K +6 +25%
MAM
600
Marquette Asset Management
Minnesota
$5.81K +$5.81K +27 New